Corient Private Wealth
MGC icon

Corient Private Wealth’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Corient Private Wealth’s Portfolio MGC Stock Details MGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.14M Buy
4,156
+909
+28% +$241K ﹤0.01% 1737
2026
Q1 		$767K Sell
3,247
-84
-3% -$20.8K ﹤0.01% 1797
2025
Q4 		$837K Buy
3,331
+378
+13% +$94K ﹤0.01% 1599
2025
Q3 		$721K Sell
2,953
-15
-0.5% -$3.51K ﹤0.01% 1594
2025
Q2 		$667K Sell
2,968
-284
-9% -$58.8K ﹤0.01% 1551
2025
Q1 		$655K Buy
3,252
+1,274
+64% +$271K ﹤0.01% 1469
2024
Q4 		$421K Sell
1,978
-313
-14% -$66.5K ﹤0.01% 1710
2024
Q3 		$473K Buy
2,291
+474
+26% +$94.6K ﹤0.01% 1765
2024
Q2 		$359K Buy
1,817
+715
+65% +$134K ﹤0.01% 1811
2024
Q1 		$206K Buy
+1,102
New +$197K ﹤0.01% 2085

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Corient Private Wealth's MGC Position: Q2 2026 in Review

Corient Private Wealth increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 28% in Q2 2026, buying an estimated $241K and bringing the position to 4,156 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1737.

Corient Private Wealth first reported a position in MGC in Q1 2024 and has held it in 10 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Corient Private Wealth held 4,156 shares of Vanguard Morningstar Mega Cap ETF worth $1.14M as of Q2 2026.
  • Corient Private Wealth bought 909 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $241K.
  • Vanguard Morningstar Mega Cap ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1737 holding.
  • Corient Private Wealth first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.